Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Overland Park, KS, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$2,500,000,000.00
Gross Revenue
$20,000,000.00
# of Accounts
100,000
Avg Client Age
55
Overview

Seeking advisors who are interested in equity succession planning for their current practice. We are a regional firm with 120 Advisors in the Midwest managing over $2B, including offices in Kansas, Missouri, Nebraska, Iowa, Illinois, Wisconsin, Indiana, Ohio and Michigan. Would enjoy the opportunity to indroduce our firm:
For KS, MO, NE, IA - Dan (___-___-____, ___
For WI, IL, MN - Dave (___-___-____, ___

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